Affinity Financial - The Walker Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$42,078,040
Clients
102
4% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
102
Very HighAverage account size
$412,530
About
Affinity Financial – The Walker Group LLC provides portfolio management, financial planning, retirement/IRA rollover advice, and ongoing financial consulting to individuals (including high‑net‑worth clients) as well as pension and profit‑sharing plans. The firm reports managing about $42.1 million in discretionary assets for roughly 102 clients and also works with clients to coordinate held‑away workplace accounts.
The firm documents client objectives in a written Investment Policy Statement and typically operates with discretionary trading authority to implement asset allocation, selection, and ongoing monitoring. Its investment process draws on fundamental, quantitative, technical, and modern portfolio theory analyses, and it uses a range of strategies (including long‑term investing, options, margin and short sales) while leveraging third‑party tools such as a held‑away account platform and Charles Schwab’s Institutional Intelligent Portfolios for automated rebalancing and tax‑loss harvesting.
Noteworthy features compared with many peers include the offering of free, educational seminars and workshops on general financial topics and an Integrated Asset Management service that includes due diligence and monitoring of private investment funds for qualified/accredited clients. The firm discloses outside business activities — including insurance sales and several real estate interests — in its brochure and documents those relationships as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
On-going financial consulting services
Expertise
Private / alternative investments
Annuities
Tax-loss harvesting
Options & derivatives strategies
Real estate investing
Fee options
Financial planning fixed fees between $500 and $25,000
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000+: 0.50%
On-going financial consulting fees of $300 per year, payable monthly, quarterly, or annually
Account minimum: $2,000 (minimum annual fee for Integrated Asset Management services) Minimum fee: $2,000 minimum annual fee for Integrated Asset Management services
Main office location
Affinity Financial - The Walker Group LLC
Zionsville IN, United States
Number of offices
1
Most active in
Affinity Financial - The Walker Group LLC has reported serving >5 clients in these states in the last 12 months.
Indiana · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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